Blog & News

2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform
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2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform

Press Release

2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform

The anxiously awaited results from the 2020 T3/Inside Information Advisor Software Survey have been published and Shareholders Service Group (SSG) is proud to be the highest-rated custodial platform in the [...]

By SSG Institutional|March 2nd, 2020|Press Release|

Webinar – Freeing Time and Money to Help You Grow or Golf, Blueleaf
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Webinar – Freeing Time and Money to Help You Grow or Golf, Blueleaf

Upcoming Webinars

Webinar – Freeing Time and Money to Help You Grow or Golf, Blueleaf

In this webinar, John Prendergast, CEO, and Justin Shepard, Advisor Success Coach, will dive into how to adjust your technology stack to save more time and money so you can [...]

By SSG Institutional|September 17th, 2021|Upcoming Webinars|

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By SSG Institutional|July 15th, 2021|Past Webinars|

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By SSG Institutional|July 1st, 2021|Past Webinars|

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By SSG Institutional|April 22nd, 2021|Past Webinars|

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By SSG Institutional|April 15th, 2021|Past Webinars|

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By SSG Institutional|April 8th, 2021|Past Webinars|

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By SSG Institutional|March 4th, 2021|Past Webinars|

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By SSG Institutional|February 25th, 2021|Past Webinars|

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By SSG Institutional|January 21st, 2021|Past Webinars|

Using PreciseFP to Fill and E-Sign SSG/Pershing Forms
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Using PreciseFP to Fill and E-Sign SSG/Pershing Forms

Marketing

Using PreciseFP to Fill and E-Sign SSG/Pershing Forms

We invite you to view this short video so you can quickly and easily learn how to use PreciseFP with clients to fill SSG/Pershing forms. It’s only 10 minutes long [...]

By SSG Institutional|January 15th, 2021|Marketing|

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